GORDON PRIVATE WEALTH: Specializes in wealth management for high-income households with net worths of $2 million or more.
Shea Gordon is the Founder and Chief Executive Officer of Gordon Private Wealth. Shea brings a diverse array of experiences in the financial services industry to his leadership role, and has honed his skills over a 23-year period in which he has served as:
· Private Wealth Advisor – managed the wealth of affluent and high net worth clients while employed by some of the most recognizable private wealth management firms on Wall Street, including Sanford Bernstein, Goldman Sachs, and U.S. Trust / Bank of America Private Wealth Management.
· Alternative Investment Executive – led teams as a corporate executive and coached hundreds of financial advisors around the country on how to integrate institutional alternative investments into portfolios for clients, including private real estate investments managed by commercial real estate developers like Hines and private credit investments managed by Blackstone.
· Private Attorney – represented individual investors and financial advisors as a private attorney practicing law in Southern California at Freeman, Freeman & Smiley LLP.
· Industry Regulator – protected individual investors as a member of the enforcement division of the National Association of Securities Dealers, which later became FINRA.
On a personal note, Shea and his wife have been married for over 15 years and they have two children, Avery and Grayson. While at college, Shea earned a position on the football team at Vanderbilt University as a walk-on athlete, following his high school years in Houston, where Shea played football for Stratford High School during the era of Friday Night Lights. Also, Shea is a former trustee and treasurer of the Las Vegas Philharmonic.
Education & Licenses:
- J.D. – Pepperdine University, School of Law
- B.A. – Vanderbilt University, major in Economics / minor in Mathematics
- Securities Licenses – series 7, 24, 66 through LPL Financial
- Life Insurance License
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